Karle v. Peene CA3

CourtCalifornia Court of Appeal
DecidedJuly 22, 2021
DocketC092073
StatusUnpublished

This text of Karle v. Peene CA3 (Karle v. Peene CA3) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Karle v. Peene CA3, (Cal. Ct. App. 2021).

Opinion

Filed 7/22/21 Karle v. Peene CA3 NOT TO BE PUBLISHED California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA THIRD APPELLATE DISTRICT (El Dorado) ----

LISA KARLE, C092073

Plaintiff and Respondent, (Super. Ct. No. PFL20140577)

v.

ROGER PEENE,

Defendant and Appellant.

Appellant Roger Peene appeals from a post-judgment order increasing his monthly child support payments to respondent Lisa Karle (formerly Lisa Peene). Roger argues the trial court misconstrued a stipulation reserving the guideline child support calculation for an evidentiary hearing as a concession that there had been a material change of circumstances warranting modification of the existing child support order, thereby relieving Lisa of her burden of proof. We disagree and affirm. I. BACKGROUND Roger and Lisa separated in 2014 after 13 years of marriage. A judgment of dissolution was entered in September 2016. Roger and Lisa have two minor children.

1 A. The Previous Child Support Order Roger and Lisa are both employed in the technology sector. Roger originally agreed to monthly child support payments of $907. The parties agreed to increase monthly child support to $1,558 pursuant to a stipulation and order entered in May 2017 (the previous child support order). The previous child support order provided that base child support would be based on the parties’ salaries, with additional child support (or offsets against such support) for any bonus and commission income they might receive, over and above their base salaries.1 At the time of the previous child support order, Roger earned a base salary of approximately $20,000 per month, and Lisa earned approximately half that amount. The previous child support order further provided that the parties would reconcile any such additional support payments each January, for bonus or commission income received in the preceding year. B. Roger’s New Job On July 30, 2018, Roger informed Lisa by email that he had accepted a new position with Micron Technologies. Lisa congratulated Roger and asked that he provide information concerning his new salary and benefits. Roger did not provide the requested information. C. The Request for Order On August 22, 2018, Lisa filed a request for order to modify child support. She acknowledged that she had no information regarding Roger’s new salary but theorized that he was likely making more money. She requested an order requiring Roger to

1 The previous child support order provided that additional child support would be calculated pursuant to an attached bonus table, which has not been made part of our record. The parties refer to the missing bonus table as an Ostler-Smith schedule, and we will do the same. (In re Marriage of Ostler & Smith (1990) 223 Cal.App.3d 33, 37 [trial court has discretion to order supporting spouse to pay an additional sum for spousal and child support based on percentage of future bonuses that he or she receives].)

2 provide information regarding investments and dividends as part of the “January bonus settle up.” She also requested sanctions for Roger’s refusal to provide information concerning his new salary and other orders not relevant here. Roger opposed the request for order. He provided a declaration averring that his new salary represented only a 3 percent increase over his old salary. He objected to Lisa’s request for additional financial information as unnecessary, adding that: “Investment income, and income from interest and dividends was (and should continue to be) considered as part of base support. Adding income from investments to the bonus table would result in that income being counted twice for support purposes.” He argued that a downward modification of child support was warranted to account for changes in Lisa’s 401(k) contributions, health insurance premiums, and health savings account. D. The Stipulation The parties spent several months litigating various discovery disputes. They appeared before the trial court for a hearing on the request for order on April 29, 2019.2 During the course of the hearing, Roger and Lisa, both represented by counsel, entered into a stipulation resolving some of their differences and tabling others. As relevant here, the stipulation provided: “The guideline child support calculation shall be reserved and deferred to the evidentiary hearing.” E. The Evidentiary Hearing An evidentiary hearing was held on October 10, 2019. Lisa submitted a trial brief in anticipation of the hearing. She argued that Roger had a history of hiding income to reduce his child support payments. She observed that Roger had repeatedly failed to produce relevant documents, leading her to believe he was again trying to hide income. She identified several sources of dividend and interest income that had not been disclosed

2 We have not been provided with a transcript of the hearing.

3 on Roger’s income and expense declarations or included in earlier child support calculations. Lisa sought an order imputing interest income to other undisclosed assets and including the imputed income in the Ostler-Smith calculation. Lisa also sought attorney fees in the amount of $15,000 and sanctions in the amount of $5,000. Roger submitted a declaration from his trial counsel entitled, “Declaration of Craig C. Weaver re Calculation of Guideline Child Support.” Weaver asserted that Lisa had been contributing bonus income to her 401(k) and opined that changes in her pretax benefits should result in a downward modification of base child support, from $1,558 to $1,328. Weaver further opined that interest income should not be included in the calculation of base child support but should instead be subject to an Ostler-Smith percentage. This was an about-face from the view expressed in Roger’s responsive declaration to Lisa’s request for order. But Lisa would also soon undergo a change in position on this issue. The hearing began with appearances on the record, followed by an off-the-record discussion in chambers. The trial court then went back on the record, indicating that the parties would be submitting closing arguments in writing. Lisa was represented at the hearing by attorney Aaron B. Dosh. During opening statements, attorney Dosh argued: “Per our discussions in chambers, the primary focus today is going to be on the income available for support over and above the parties’—or [Roger’s], specifically, base salary through his employment.” Dosh argued that Roger failed to disclose “a significant amount” of dividend and interest income and failed to account for assets that could be earning interest, all of which, he said, should be included in the base child support calculation. Attorney Weaver agreed with opposing counsel’s characterization of the issues in dispute, stating, “Your Honor, I agree with Mr. Dosh—Mr. Dosh’s characterization that really we’re here about interest and dividend income, and that’s really what we’re here for.” Weaver went on to argue that base child support should be reduced to $1,328.

4 However, Weaver continued, when interest and dividend income were considered, that amount would return to $1,558. Accordingly, Weaver concluded, “my client’s position is there simply has not been a change in circumstance since the last order was issued.” During the hearing, attorney Dosh presented evidence that Roger earned dividend and interest income from several previously undisclosed sources, adding an average of nearly $7,000 to his new base salary of $21,667 per month.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Multani v. Witkin & Neal
215 Cal. App. 4th 1428 (California Court of Appeal, 2013)
In Re Marriage of Mulhern
29 Cal. App. 3d 988 (California Court of Appeal, 1973)
Neighbours v. Buzz Oates Enterprises
217 Cal. App. 3d 325 (California Court of Appeal, 1990)
In Re the Marriage of Joseph
217 Cal. App. 3d 1277 (California Court of Appeal, 1990)
Reid v. Moskovitz
208 Cal. App. 3d 29 (California Court of Appeal, 1989)
In Re the Marriage of Ostler & Smith
223 Cal. App. 3d 33 (California Court of Appeal, 1990)
In Re Marriage of Condon
62 Cal. App. 4th 533 (California Court of Appeal, 1998)
In Re Marriage of Falcone & Fyke
164 Cal. App. 4th 814 (California Court of Appeal, 2008)
Fladeboe v. American Isuzu Motors Inc.
58 Cal. Rptr. 3d 225 (California Court of Appeal, 2007)
In Re Marriage of Olson
14 Cal. App. 4th 1 (California Court of Appeal, 1993)
In Re Marriage of Laudeman
112 Cal. Rptr. 2d 378 (California Court of Appeal, 2001)
In Re Marriage of Leonard
14 Cal. Rptr. 3d 482 (California Court of Appeal, 2004)
In RE MARRIAGE OF McCANN
41 Cal. App. 4th 978 (California Court of Appeal, 1996)
In Re Marriage of Brown and Yana
127 P.3d 28 (California Supreme Court, 2006)
In Re Marriage of Arceneaux
800 P.2d 1227 (California Supreme Court, 1990)
Drescher v. Gross
225 Cal. App. 4th 478 (California Court of Appeal, 2014)
McHugh v. Orange County Department of Child Support Services
231 Cal. App. 4th 1238 (California Court of Appeal, 2014)
In re Marriage of Usher
6 Cal. App. 5th 347 (California Court of Appeal, 2016)
Cryer v. Cryer
198 Cal. App. 4th 1039 (California Court of Appeal, 2011)
Khera v. Sameer
206 Cal. App. 4th 1467 (California Court of Appeal, 2012)

Cite This Page — Counsel Stack

Bluebook (online)
Karle v. Peene CA3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/karle-v-peene-ca3-calctapp-2021.